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Wall Street Crowns First Solar As Clear Winner After Trump's Polysilicon Tariffs Create "Structural Floor" For Industry

Wall Street Crowns First Solar As Clear Winner After Trump's Polysilicon Tariffs Create "Structural Floor" For Industry Solar stocks are shining in premarket trading in New York after the Trump administration announced a new 15% tariff and a price floor on imports of polysilicon derivatives, including silicon wafers, photovoltaic cells, and solar modules. The move is intended to secure the domestic solar supply chain after years of cheap Chinese panels flooding the country, making it uneconomical for domestic manufacturers to compete. "Polysilicon is the base material underpinning the security of...
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Mar 21, 2026 / Tyler Durden
Phantom Ayatollah? Iran's New Supreme Leader Has Never Been Seen Since Taking Office
Phantom Ayatollah? Iran's New Supreme Leader Has Never Been Seen Since Taking Office Amid widespread reporting that Iran had long ago moved into a emergency wartime decentralized command among autonomously-acting units, serious questions persist as to the role of Supreme Leader Mojtaba Khamenei, who replaced his slain father, longtime leader Ali Khamenei. What's clear is that the new, younger Khamenei - who may have been wounded in the early days of US-Israeli strikes, hasn't been seen in any public way, not even on TV, throughout the war. There have not so...
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Jun 24, 2026 / Tyler Durden
New Home Sales Unexpectedly Plunged In May As Prices Surged
New Home Sales Unexpectedly Plunged In May As Prices Surged With Case-Shiller reporting existing home price declines in half of America's largest cities, New Home Sales were expected to rebound from April's ugly decline. But they didn't... at all... NAR reports that New Home Sales in May plunged 7.3% MoM (versus the 3.2% MoM rise expected). That print was below the lowest analysts forecast. April's 6.2% MoM plunge was revised up modestly to a 5.7% decline, all of which left new home sales down on a YoY basis... Overall, new home sales have really gone...
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Jun 26, 2026 / Tyler Durden
Russia Says It Downed Almost 700 Ukrainian Drones In Massive Overnight Barrage As Fuel Shortages Worsen
Russia Says It Downed Almost 700 Ukrainian Drones In Massive Overnight Barrage As Fuel Shortages Worsen Russia's Defense Ministry claimed Friday morning that the military intercepted at least 660 Ukrainian drones across the country and Crimea, in what shaped up to be one of the most massive overnight aerial assaults since the 2022 invasion began. Drones being sent across the border in the hundreds has become a nightly, highly escalatory affair of late. Anti-air defenses in the capital region were busy, with Moscow Mayor Sergei Sobyanin confirming that at least 47 inbound...
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